An AssetMark Company - Learn More

Advisor Desktop

Practice Insights

Transforming Your Data Into Growth Opportunities

Through Adhesion Wealth’s intuitive advisor desktop solution, advisors can access robust data intelligence to help them better navigate and manage their business. Our dashboard will help you track fee trends, AUM growth, asset allocation, AUM by client type, flow trends, and manager usage—all at click-button pace and under a single login.

Advisor Desktop Hero Side by Side

Making Smarter Business Decisions

An Entire Firm Profile—Immediately

Our dashboard provides a powerful data engine that can quickly call up keen insights into your practice to help drive growth, achieve scale and seize opportunities. Focus on key client activities and identify areas that are successful and those that need improvement.

Manage & Grow Your Business

Leverage our enhanced analytics and reporting capabilities to drive better decisions on investment strategies and gain deeper insight about your book of business—while capturing real-time insights into new growth opportunities.

Visualizing Growth

With our digital management tools and powerful visualization of data, you’ll have immediate access to actionable intelligence that will help your practice evolve more effectively. Our comprehensive integrated data set can quickly produce customized insights into your entire advice delivery process.

Better Efficiency. Better Business.

The Adhesion Wealth platform offers a unique ability to capture essential information about clients, prospects, and the advisor landscape in general. Use our data-driven insights to prioritize your work, save time gathering and analyzing data, and monitor client goals and achievement.

Practice Insights 1570x944

Discover key business drivers, identify risks, and find new growth opportunities

Our platform delivers advanced research and analytics, portfolio and practice management, and reporting capabilities. Data-driven practice insights are an invaluable part of our offerings to help you understand your business better, enhance and expand your services, deepen client relationships, and broaden your reach into existing and new markets.

See How Enhanced Practice Insights Can Impact Your Business

For financial professional use only.

Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

©2024 Adhesion Wealth Advisor Solutions. All rights reserved. © 2024 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

C24-20942 | 02/2024 | EXP 2-28-2026